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Advyzon Investment Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Advyzon Investment Management’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Sell
3,579
-72
-2% -$23.6K 0.09% 221
2026
Q1 		$1.08M Buy
3,651
+1,559
+75% +$481K 0.1% 211
2025
Q4 		$647K Buy
+2,092
New +$641K 0.08% 257

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Advyzon Investment Management's VONE Position: Q2 2026 in Review

Advyzon Investment Management reduced its Vanguard Russell 1000 ETF (VONE) stake by 2% in Q2 2026, selling an estimated $23.6K and leaving 3,579 shares worth $1.21M. The position accounts for 0.09% of the portfolio, ranked #221.

Advyzon Investment Management first reported a position in VONE in Q4 2025 and has held it in 3 quarters since. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Advyzon Investment Management held 3,579 shares of Vanguard Russell 1000 ETF worth $1.21M as of Q2 2026.
  • Advyzon Investment Management sold 72 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $23.6K.
  • Vanguard Russell 1000 ETF made up 0.09% of Advyzon Investment Management's portfolio in Q2 2026, its #221 holding.
  • Advyzon Investment Management first reported a position in Vanguard Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.